华尔街见闻早餐FM-Radio | 2025年7月4日

Company and Industry Insights - The U.S. non-farm payrolls added 147,000 jobs in June, exceeding expectations, with the unemployment rate unexpectedly dropping to 4.1% [9] - The U.S. service sector's ISM PMI index for June was reported at 50.8, indicating a slight expansion in business activity and orders, although the employment index contracted [9] - The Chinese government has lifted restrictions on the export of chip design software and ethane to China, signaling a potential thaw in U.S.-China trade relations [13] - The Ministry of Industry and Information Technology in China is addressing low-price competition in the photovoltaic industry, aiming to enhance product quality and phase out outdated capacity [14] - Major Chinese companies like Alibaba, JD.com, and Meituan experienced declines in their stock prices amid concerns over the ongoing food delivery competition, with Goldman Sachs predicting significant short-term losses for these firms [14] - DeepSeek has entered the AI talent acquisition race, recently posting job openings aimed at attracting top overseas talent, indicating a strategic move to bolster its capabilities in artificial intelligence [14] - The storage sector is expected to see significant opportunities due to anticipated price increases and the rapid upgrade of storage capacities driven by AI servers and other technologies [21] - The electronic fabric market is experiencing strong demand due to AI expectations, with companies positioned well in high-end electronic fabric likely to benefit from a stable supply-demand balance [21] - The fitness equipment industry is undergoing a transformation driven by smart technology, which is expected to enhance the competitive advantage of leading brands [21] - Companies involved in controlled nuclear fusion are making substantial progress, with a favorable competitive landscape and high technical barriers in the power systems segment [21]